Family Office

For a number of wealthy families Conçerva provide a “family office” service.

A family office coordinates all the professional services that a family may need.

These services typically include banking, legal, investment and accounting – all coordinated in one place for the family.

In essence, Conçerva are put at the centre of a family’s financial arrangements and provide a complete and multi-generational service.

There is no real difference between the services Conçerva can provide and those of a private bank. In fact the only difference is that a financial planner can offer a better service at a lower cost!

Proper financial planning is key to creating a multi-generational family office which reduces costs and minimises risks.

We apply the same disciplines to a family as you would do to a private company. This would involve producing a business plan, balance sheet and cash flow statement.